Three-time New York Mayor Ed Koch became famous for regularly asking, "How’m I doin’?" I'm sure he meant it as a rhetorical question at times. But often he really wanted to know. How often are you asking the same question of your best, and not so best, clients? Some of the industry’s top advisers regularly conduct satisfaction surveys with their clients.

Here are the best practices by wealth advisers who regularly commit the time, money and resources to polling their clients:

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access